隔夜美股 | 道指標普再創新高,基建板塊繼續上漲
智通財經APP獲悉,週三,盤前公佈的7月CPI數據環比增幅符合預期,核心CPI則低於預期,總體通脹水平較預期溫和。美國參議院通過1萬億美元兩黨基礎建設法案,提振了市場信心。道指與標普500指數再創收盤新高,納指則繼續下跌。
截至收盤,道瓊斯指數漲220.3點,漲幅0.62%,報35484.97點;標普500指數漲10.95點,漲幅0.25%,報4447.7點;納斯達克綜合指數跌22.95點,跌幅0.16%,報14765.14點。
數據及消息面上,美國勞工部公佈的數據顯示,美國7月消費者價格指數(CPI)環比上漲0.5%,創2月以來新低;同比上漲5.4%。剔除波動性較大的食品和能源成分,核心CPI環比上漲0.3%,同比上漲4.3%。
美國10年期國債收益率週三一度逼近1.38%,連續第二日創7月14日以來盤中新高,日內升約3個基點,但在CPI公佈後迅速回吐升幅,日內一度降約1個基點。
今日多位美聯儲官員發表鷹派講話,達拉斯聯儲主席卡普蘭稱,美聯儲應在9月宣佈減碼QE的決定,並從10月開始執行。裏士滿聯儲主席巴爾金則表示美聯儲“接近”縮表,他同意美國勞動力市場正朝着美聯儲縮減購債標準的水平邁進,但同時指出勞動力市場可能還需要幾個月的時間恢復。
堪薩斯城聯儲主席喬治指出,美聯儲需要採取行動削減貨幣刺激規模,理由是勞動力市場料將繼續取得增長。亞特蘭大聯儲主席博斯蒂克則稱,再來一兩份利好的非農就業,美聯儲應該在縮減購債問題上加快速度了。
盤面上,建築、重型機械等基建板塊繼續領跑大市,貴金屬、有色金屬普漲,而昨日大漲的新能源板塊大幅回調。美國鋼鐵(X.US)漲超0.14%,堪薩斯南方鐵路(KSU.US)漲超1%,卡特彼勒(CAT.US)漲超3%。哈莫尼黃金(HMY.US)漲超3%,赫克拉礦業(HL.US)漲超4%,金羅斯黃金(KGC.US)漲超2%,巴裏克黃金(GOLD.US)漲超2%。
特斯拉(TSLA.US)收跌0.31%,蔚來(NIO.US)收跌0.57%,圖森未來(TSP.US)收跌0.94%。
個股方面
阿裏巴巴(BABA.US)收跌0.44%,貝萊德二季度大幅拋售阿裏巴巴7402萬股,持股比例從0.56%下降至0.06%;
Blink Charging(BLNK.US)收跌1.77%,第二季度每股虧損0.32美元,去年同期0.11美元;
Clover Health(CLOV.US)收跌3.33%,第二季度同比虧轉盈,營收及淨利潤均超出市場預期;
eBay(EBAY.US)收漲1.05%,二季度營收同比上漲14%至27億美元,不及預期的30.03億美元,去年同期爲28.65億美元;
fuboTV(FUBO.US)收漲11.1%,公司上調第三季度及全年的營收及訂閱用戶預期;
Moderna(MRNA.US)收跌15.64%,該公司遭美銀看空;
Poshmark(POSH.US)收跌17.09%,公司預測第三季度營收將低於預期;
ExOne(XONE.US)收跌4.79%,盤後暴漲超38%,公司宣佈將獲Deskop Metals收購。
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